Category: Iran

The Illusion of Liquidity: Why the Crude Market is Mispricing the Iran War

The global energy market is riding a wave of euphoria following the June 3 Beirut-Jerusalem ceasefire announcement. But behind the

If you’ve been watching the commodities space lately, you know we are hitting a massive inflection point. Industrial metals are

The Geopolitical Premium Wall Street is Ignoring The global oil market is currently trading on pure, unadulterated hope. Despite US

The war in the Gulf is at a turning point, but the markets are dangerously optimistic. While many hope for

As President Trump begins his summit in China, the world watches to see if Beijing can broker a “peace with

I’ve just released a deep dive on Substack into the converging crises hitting the energy and commodity sectors this week.

Over the past several weeks, I’ve been closely monitoring the global oil market, inventory depletion, LNG infrastructure risks, and the

In my latest deep dive for the “Crude Oil Macro Perspective” series, I’m breaking down the massive disconnect currently paralyzing

The charts are screaming, and for once, the noise is entirely justified.

I’ve just published the final installment of my Q2 2026 Commodity Outlook. While everyone is watching the war in the